Warren Schaub is a registered investment advisor at Laurentine Investments LLC, based in Traverse City, MI, with 2 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Laurentine Investments charges different fees depending on whether you're considered a "Qualified Client" or a "Non-Qualified Client."
For "Non-Qualified Clients," the annual fee is 2% of the value of your portfolio, paid quarterly. For "Qualified Clients" (those with a minimum of $1,100,000 under management or a net worth of $2,200,000), the fee is 25% of the increase in your portfolio's value above a 6% annual return.
Location
10850 E. Traverse Hwy, Ste. 4400, Traverse City, MI, 49684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Warren owns Success Landscaping LLC, which offers landscaping services and manages a small vineyard. Warren spends about 10-20% of his time on this business, which is expected to cease operations in October.
Employment History
Current Registrations
Laurentine Investments LLC
Previous Registrations
Laurentine Investments LLC
State Registrations1 state
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